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What is PathQuest BI?

PathQuest® BI is a robust business intelligence tool designed for financial management that streamlines the onboarding process and facilitates seamless integration with platforms like QuickBooks, Xero, Sage Intacct, and MyOb. It empowers users to craft visually engaging narratives that reveal distinct insights regarding financial efficiency, key operational performance indicators, sustainability, and areas for enhancement. Additionally, our tailored report builder enables the automation of financial reporting, allowing for the creation of customized reports categorized by class, location, industry, and grouping, ultimately enhancing decision-making capabilities. By leveraging these features, organizations can gain a clearer understanding of their financial landscape and make informed strategic choices.

What is Finergia?

Introducing an innovative online financial planning tool that stands out in today's market. Say farewell to the hassle of clunky Excel spreadsheets for budgeting and forecasting; our SaaS solution empowers you to effortlessly simulate a variety of scenarios, thereby improving your decision-making regarding your business's financial well-being. With the ability to generate forecasts for an entire year, you can strategically map out your company's future and make adjustments as necessary. Access crucial information easily, anytime and anywhere, all with just a simple click. Our platform enhances financial management by integrating seamlessly with accounting ERPs, allowing you to upload data for a comprehensive analysis of your company's performance, complete with detailed reports. Quickly obtain a comprehensive view of your company’s financial health thanks to the auto-generated financial report feature of our SaaS. Moreover, creating your ideal budget is simplified, as our tool condenses the entire process into just a few straightforward steps, making financial planning not only efficient but also more user-friendly than ever. By utilizing this cutting-edge tool, you're investing in a future where financial management is streamlined and accessible for everyone.

Media

Media

Integrations Supported

MYOB AccountRight
QuickBooks Accountants
QuickBooks Desktop Pro
Sage Intacct
Xero

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

$29.99 per company
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PathQuest Solutions

Date Founded

2015

Company Location

United States

Company Website

pathquest.com

Company Facts

Organization Name

Finergia

Company Location

Spain

Company Website

finergia.es/

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Analytics

Not specified

Categories and Features

Financial Analytics

Not specified

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